SWEENEY & MICHEL, LLC - NUVEEN CALIF MUN VALUE FD ownership

NUVEEN CALIF MUN VALUE FD's ticker is NCA and the CUSIP is 67062C107. A total of 55 filers reported holding NUVEEN CALIF MUN VALUE FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SWEENEY & MICHEL, LLC ownership history of NUVEEN CALIF MUN VALUE FD
ValueSharesWeighting
Q3 2023$1,001,107
-2.0%
120,325
+1.3%
0.52%
-0.4%
Q2 2023$1,021,349
-4.8%
118,762
-4.2%
0.53%
-8.0%
Q1 2023$1,073,129123,9180.57%
Other shareholders
NUVEEN CALIF MUN VALUE FD shareholders Q3 2023
NameSharesValueWeighting ↓
FIRST FOUNDATION ADVISORS 284,070$3,091,0000.21%
Montecito Bank & Trust 17,975$196,0000.09%
Paragon Capital Management Ltd 10,000$109,0000.07%
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 10,000$109,0000.07%
Cetera Advisor Networks LLC 46,105$502,0000.03%
Gemmer Asset Management LLC 4,688$51,0000.03%
Efficient Market Advisors, LLC 11,250$122,0000.03%
IFP Advisors, Inc 24,754$269,0000.02%
GUGGENHEIM CAPITAL LLC 293,614$3,195,0000.01%
WESPAC Advisors SoCal, LLC 990$10,0000.01%
View complete list of NUVEEN CALIF MUN VALUE FD shareholders